Horizon Technology Finance HRZN Institutional Ownership

NASDAQ HRZN
$4.00 -0.04 (-0.99%)
At close: Oct 22, 2026 · 4:00 PM EDT

Institutions by Trading Activity

108 Institutions
Increased 92 85.2%
Unchanged 8 7.4%
Reduced 8 7.4%

Ownership Statistics

13F · as of 30 Jun, 2026
Institutional Ownership
11.89%
▲+5.22 pp QoQ
Shares Held by Institutions
7.96Mn
of 66.98Mn outstanding
▲+149.53% QoQ
Shares Outstanding
66.98Mn
59.02Mn held outside 13F filers
Institutional Investors
108
filed 13F for Jun 2026
▲+53 vs prior quarter
Net Shares Added (QoQ)
+4.77Mn
accumulated since last quarter
Value of Holdings
$32.17Mn
reported market value

Shares Owned by Institutions

Shares held % of outstanding
Latest —
Average ownership —
Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed
Latest quarter —
Net over range —
Accumulating quarters —

Ownership Summary

Horizon Technology Finance Corp (NASDAQ:HRZN) had 108 institutional holders reporting a position on Form 13F for the quarter ended June 30, 2026.

Form 13F Holdings

110 Institutional Holders

Report period 30 Jun, 2026
Total shares held 7.96Mn
Of outstanding 11.89%
Download Data
# Institution CIK Shares Held % of Outstanding Change (QoQ) Change (%) Value (USD)
1 Morgan Stanley 0000895421 1,055,591 1.58% ▲1,008,154 +2,125.25% $4.99Mn
2 Bulldog Investors, LLP 0001504304 658,617 0.98% ▲658,617 0.00% $3.12Mn
3 MARSHALL WACE, LLP 0001318757 592,247 0.88% ▲420,469 +244.77% $2.80Mn
4 Caprock Group, LLC 0001610769 454,442 0.68% ▲454,442 0.00% $2.16Mn
5 Green Alpha Advisors, LLC 0001439207 429,913 0.64% ▼160,228 -27.15% $2.03Mn
6 Legal & General Group Plc 0000764068 386,211 0.58% ▲57,556 +17.51% $1.82Mn
7 Eagle Point Credit Management LLC 0001607203 366,194 0.55% 0 0.00% $1.73Mn
8 Virtus Investment Advisers, LLC 0000019481 252,455 0.38% ▲108,487 +75.35% $1.19Mn
9 BLAIR WILLIAM & CO/IL 0000902367 239,073 0.36% ▲239,073 0.00% $1.13Mn
10 Bank Of America Corp /De/ 0000070858 225,732 0.34% ▲164,779 +270.34% $1.07Mn
11 Connecticut Wealth Management, LLC 0001689829 214,509 0.32% ▲698 +0.33% $1.01Mn
12 UBS Group AG 0001610520 195,466 0.29% ▲51,330 +35.61% $924.55K
13 BlackRock, Inc. 0002012383 180,902 0.27% ▲1,415 +0.79% $855.67K
14 Arax Advisory Partners 0001586767 126,305 0.19% ▲126,305 0.00% $597.42K
15 Apollon Wealth Management, LLC 0001764387 126,196 0.19% ▲126,196 0.00% $596.91K
16 LaFleur & Godfrey LLC 0001387458 114,526 0.17% ▲114,526 0.00% $541.71K
17 CAZ INVESTMENTS LP 0001159363 108,630 0.16% ▲108,630 0.00% $513.82K
18 UMB Bank, n.a. 0000933429 107,470 0.16% ▲107,470 0.00% $508.33K
19 Focus Partners Wealth 0001542153 100,593 0.15% ▲100,593 0.00% $482.80K
20 AQR CAPITAL MANAGEMENT LLC 0001167557 91,368 0.14% ▲58,350 +176.72% $432.17K